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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,150 | $160,059-68.7% | $140,019-64.2% | $135,380-63.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.40% | 911.48%-912.9pp | 651.17%-652.6pp | 519.81%-521.2pp |
| Employer contribution / active EE | $3,111 | $6,420-51.5% | $5,605-44.5% | $4,779-34.9% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,366 | $13,328+30.3% | $10,705+62.2% | $10,828+60.4% |